SBI Midcap Fund vs HSBC Midcap Fund
Put two or three funds side by side — returns, risk, what they cost and what they actually hold. Figures are for the Direct plan, Growth option, where a fund has one.
| Fund |  SBI Midcap FundMid Cap Fund · Direct planNAV ₹269.87 |  HSBC Midcap FundMid Cap Fund · Direct planNAV ₹542.16 |
|---|---|---|
| Returns | ||
| 1 year | 3.2% | 18.7% (best of these funds) |
| 3 yearsa year | 10.5% | 24.2% (best of these funds) |
| 5 yearsa year | 13.6% | – |
| 10 yearsa year | 14% | – |
| Risk | ||
| Volatilitya year | 13.3% (best of these funds) | 18.6% |
| Worst fall | −43.1% | −26% (best of these funds) |
| Best year | 117.5% (best of these funds) | 68.3% |
| Worst year | -31.7% | -6% (best of these funds) |
| Years in gain | 78% | 94% (best of these funds) |
| Cost and size | ||
| Expense ratio | 1.01% (best of these funds) | 1.22% |
| Fund size | ₹24,518 Cr | ₹17,188 Cr |
| Minimum SIP | ₹500 | ₹500 |
| Lock-in | None | None |
| Portfolio | ||
| In equity | 96.5% | – |
| In debt | 1.3% | – |
| In cash | 2.2% | – |
| Holdings | 59 | – |
Returns beyond a year are annualised. The stronger figure in each row is marked, which is not a recommendation: a fund that returned more usually took more risk to do it.
Biggest holdings
SBI Midcap Fund
- CRISIL Ltd3.3%
- Multi Commodity Exchange of India Ltd3%
- Torrent Power Ltd3%
- Supreme Industries Ltd2.9%
- Bharat Heavy Electricals Ltd2.7%
As on 31 Aug 2026
HSBC Midcap Fund
Holdings are not available for this fund yet.
Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns. This page is for information only and is not a recommendation to buy or sell.